Retirement Planning

"The stock market is designed to transfer money from the active to the patient." - Warren Buffett

They say retirement is a marathon, not a sprint. At Financial Plans & Strategies, we believe in investing for the long term when it comes to your retirement. Over the last 40 years, our clients have recognized the value of a long-term investing approach and staying the course in good times and bad. We have carefully invested our clients in fund companies that share our investment values to ensure a successful and happy retirement. When preparing our clients for retirement, we take into account the follow key factors:

At Financial Plans & Strategies, we are here to help you achieve financial freedom for your retirement. We take a comprehensive approach to planning and work with you to prepare a retirement projection which will analyze your current situation, future goals and help you determine whether you are on track to meet those goals. Contact us today if:

You want to accumulate or grow your assets to provide for a financially independent retirement.

You want to know which of the qualified retirement accounts that are available to you best fits your needs.

You are near retirement and need to make decisions which will impact your quality of life during retirement, such as which pension option to choose.

You are retired and want to maintain your current lifestyle, provide for adequate cash flow or protect future purchasing power.

Objectives

Inflation & Outside Factors

Inflation, Taxes, Insurance

Investment Choices

Mutual Funds, Stocks, Bonds, Money Market Funds, CDs

Risk Tolerance

How comfortable are you if your portfolio value changes? Are you willing to accept greater risks knowing you have a possibility of greater growth? Do your investments take the appropriate amount of risk to meet your objectives?

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

No Individual should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

Be sure to consult with a FPS adviser and/or a tax professional before implementing any strategy discussed herein.